Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,871 | $51,638-59.6% | $68,368-69.5% | $82,448-74.7% |
| Participation rate | 25.8% | 63.6%-37.9pp | 73.8%-48.0pp | 68.1%-42.3pp |
| Annual return | 7.58% | 37.53%-29.9pp | 292.57%-285.0pp | 41.64%-34.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,538 | $2,914-47.2% | $4,123-62.7% | $4,139-62.9% |
| Admin fee / account holder | $13,029 | $4,643+180.6% | $5,150+153.0% | $7,234+80.1% |